Difference between revisions of "Add Opportunity"

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(Created page with "Path: Callproof Support - Website - Navigation Bar - Sales - Add Opportunity Add opportunities here as a deal develops. The Current Funnel will give a vi...")
 
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To add an Opportunity, start by searching contacts.  Enter a contact name, company name, or address and click '''Search'''.
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== Add Opportunity ==
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To create an Opportunity, start by searching contacts.  Enter a contact name, company name, or address and click '''Search'''.
  
 
Under the Search button is a drop down where search results will appear.  Select the contact and company that is needed.  
 
Under the Search button is a drop down where search results will appear.  Select the contact and company that is needed.  
  
 
Opportunity Type is the label given to the status of the opportunity.  These can be customized to meet company needs under [[Opportunity Types]] from the [[Sales]] table of the [[Navigation Bar]].
 
Opportunity Type is the label given to the status of the opportunity.  These can be customized to meet company needs under [[Opportunity Types]] from the [[Sales]] table of the [[Navigation Bar]].

Revision as of 19:42, 30 September 2013

Path: Callproof Support - Website - Navigation Bar - Sales - Add Opportunity

Add opportunities here as a deal develops. The Current Funnel will give a visual representation as an Opportunity moves through different stages.


Add Opportunity

To create an Opportunity, start by searching contacts. Enter a contact name, company name, or address and click Search.

Under the Search button is a drop down where search results will appear. Select the contact and company that is needed.

Opportunity Type is the label given to the status of the opportunity. These can be customized to meet company needs under Opportunity Types from the Sales table of the Navigation Bar.